DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner22 years in industry

JOSHUA DAVID FORKEY

Advisor at SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

Richmond, VA | COLUMBIA, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0cf2cf72-56c2-f012-2c5b-e0e9341d9272

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 7, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 9, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 9, 2003
First registration: Mar 7, 2005
Dual registered: no
Other names: JOSH FORKEY|JOSH N/A FORKEY
IAPD individual key: 4691324

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC	Other adviser	Jun 23, 2025	n/a	yes	COLUMBIA, SC\|Richmond, VA	Current employment
BB&T SECURITIES, LLC	Former SEC adviser	Jan 2, 2018	Mar 30, 2020	no	CHARLOTTE, NC\|RICHMOND, VA	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Aug 2, 2016	Jan 2, 2018	no	CHARLOTTE, NC\|RICHMOND, VA\|RICHMOND, VA	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Nov 25, 2013	Nov 13, 2015	no	RICHMOND, VA\|RICHMOND, VA	Previous registration
OSAIC INSTITUTIONS, INC.	Bd affiliated wealth	Feb 14, 2012	Apr 1, 2013	no	MANAKIN SABOT, VA\|Midlothian, VA\|MANAKIN SABOT, VA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 7, 2005	Oct 19, 2011	no	GOOCHLAND, VA\|RICHMOND, VA\|GOOCHLAND, VA\|RICHMOND, VA\|GLEN ALLEN, VA\|RICHMOND, VA\|GOOCHLAND, VA\|RICHMOND, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BB&T SECURITIES, LLC	SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC	Mar 30, 2020	Jun 23, 2025	1,911	Firm change after gap	Ibd to RIA
BB&T INVESTMENT SERVICES, INC.	BB&T SECURITIES, LLC	Jan 2, 2018	Jan 2, 2018	0	Bulk transfer	Other
SUNTRUST INVESTMENT SERVICES, INC.	BB&T INVESTMENT SERVICES, INC.	Nov 13, 2015	Aug 2, 2016	263	Firm change	Other
OSAIC INSTITUTIONS, INC.	SUNTRUST INVESTMENT SERVICES, INC.	Apr 1, 2013	Nov 25, 2013	238	Firm change	Other
WELLS FARGO ADVISORS	OSAIC INSTITUTIONS, INC.	Oct 19, 2011	Feb 14, 2012	118	Firm change	Other

Relationships

Registered with (6)

→ SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Jun 23, 2025 to presentfactForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
Jan 2, 2018 to Mar 30, 2020factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Aug 2, 2016 to Jan 2, 2018factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Nov 25, 2013 to Nov 13, 2015factForm ADV
→ OSAIC INSTITUTIONS, INC.Registered adviserregistration: previous registration
Feb 14, 2012 to Apr 1, 2013factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 7, 2005 to Oct 19, 2011factForm ADV

Dated events

No dated event names this entity yet.